Data Management


  • POSTED IN DATA MANAGEMENT, CAD, PDM, SOLIDWORKS TECH TIPS, SOLIDWORKS

    Using a Data Card for State Changes in SOLIDWORKS PDM

    by Todd Barr on October 6, 2017

    Using-a-Data-Card-for-State-Changes-in-SOLIDWORKS-PDM-1When you have multiple SOLIDWORKS PDM users that need to make approvals or need to track tasks completed by different departments or individuals, it’s not always easily done using the Parallel option in Transitions. Using Automatic Transitions and Radio-button selections on a Data Card will allow multiple users to select when they are either completed with a task or approve a document. The last person to select approve or complete will send the document to the next State in the Workflow. Using the Data Card option you can also use the Search Tool to create Excel reports showing the status of documents, (i.e. who has approved or completed a task.)

    In this blog, you’ll learn how to configure the Vault for tracking completed tasks.

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    • POSTED IN DATA MANAGEMENT, CAD, SOLIDWORKS TECH TIPS, SOLIDWORKS

      How to Use the ‘Pack and Go’ File Management Feature in SOLIDWORKS

      by Matt Haywood on May 15, 2017

      In my opinion, one of the better file management features in SOLIDWORKS 3D CAD is Pack and Go, which was introduced around 2007. Included in every release of SOLIDWORKS since then, this feature is still very useful today.  I’ve been providing SOLIDWORKS tech support for nearly 14 years and it’s fun to show unsuspecting users Pack and Go.

      In this blog, I’ll take you through two scenarios:

      1. Duplication of a data set for sharing or repurposing
      2. Organizing a data set by renaming multiple files simultaneously

      It’s true that these tasks can be done outside of Pack and Go, but I think you’ll find that through the use of Pack and Go, these processes will be completed faster and you will have fewer problems with mixed up file references.

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      • POSTED IN DATA MANAGEMENT, PDM, SOLIDWORKS

        SOLIDWORKS Workgroup PDM Retirement - Are You Prepared?

        by Christa Prokos on November 21, 2016

        If you use SOLIDWORKS Workgroup PDM to manage your product design files, the time to start planning your migration to either SOLIDWORKS PDM Professional or SOLIDWORKS PDM Standard is now. You are probably already aware that this juncture would come.

        Dassault Systèmes SolidWorks Corporation gave ample time for customers to prepare for change when in the summer of 2015 it announced that it would phase out the aged product data management tool. SOLIDWORKS Workgroup PDM had reached the limit of what it could do with its architecture, the company said, along with advice that customers will be better served by migrating to either PDM Professional or PDM Standard.

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        • POSTED IN DATA MANAGEMENT, CAD, PDM, SOLIDWORKS

          Upgrading to SOLIDWORKS PDM 2017 Part 3: PDM Professional Post-Upgrade Tips

          by Tom Starks on November 18, 2016

          Upgrading software should be something to look forward to, but it can also be time-consuming and challenging if you are not properly prepared. This is the final installment of a three-part blog series to help you with an easier and successful upgrade to SOLIDWORKS PDM 2017 Professional or Standard.

          In Part 1 I covered tips to help you prepare for your upgrade. In Part 2 I took you through the post-upgrade process, covering commonly missed items. For this blog, I will provide additional post-upgrade tips that apply to SOLIDWORKS PDM Professional. These tips will allow you to take advantage of the new 2017 tasks, since tasks are not available in SOLIDWORKS PDM Standard:

          • - Add the SOLIDWORKS PDM Professional 2017 SWPDFTaskAddIn
          • - Using the new SOLIDWORKS PDM Professional PDM 2017 Tasks

          Let’s get started.

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          • POSTED IN DATA MANAGEMENT, CAD, PDM, SOLIDWORKS

            Upgrading to SOLIDWORKS PDM 2017 Part 2: Post-Upgrade Tips

            by Tom Starks on November 11, 2016

            Often times, the thought of a software upgrade can be daunting and cause concerns over how time-consuming or challenging the process could be. With help from the experts, you don’t have to worry. This blog series provides tips and tricks to help make it easier for you to upgrade to SOLIDWORKS PDM Professional or Standard. In Part 1 I covered tips to help you prepare for your upgrade. However there is always something that needs to be done after an upgrade and in this blog, I will cover the following post-upgrade tips:

            • - Run the PDM Database Upgrade Tool
            • - Manually upgrade any PDM Add-Ins like Dispatch or SWTaskAddIn

            So let’s get started!

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            • POSTED IN DATA MANAGEMENT, PDM, SOLIDWORKS

              Latest and Greatest - SOLIDWORKS PDM 2017

              by Angelle Erickson on September 23, 2016

              The release of SOLIDWORKS 2017 is right around the corner and drumming up a lot of excitement for power users and new users alike. With every new SOLIDWORKS release, users anticipate enhancements and features that will increase their productivity and help make their design and product development processes easier.pdmcomp

              There is no better way to bring an idea and design to life than with the power of SOLIDWORKS. With multiple tools and functions such as electrical, simulation, and visualization, it’s possible to design a product seamlessly and effortlessly.

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              • POSTED IN DATA MANAGEMENT, PDM, ELECTRICAL, SIMULATION, SOLIDWORKS

                Join Us at a SOLIDWORKS 2017 Launch Event Near You

                by Christa Prokos on September 7, 2016

                sw17cropWe are excited to announce that Fisher Unitech and our friends at Prism Engineering will be hosting a series of SOLIDWORKS 2017 launch events beginning next month on October 5th. With hundreds of new enhancements and features, the newest version of SOLIDWORKS promises to be the most powerful release yet.

                So if you’re just as geeked out about SOLIDWORKS 2017 as we are you’ll fit right in! Join us at one of our live launch events to engage with our experts and gain some tips and tricks, along with a deeper understanding of how industry-specific tools can address your personal designing needs.

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